The FCC's approval of the Skydance-Paramount merger marks a significant consolidation in the media industry, creating a new entity focused on technology-driven streaming. This shift highlights potential investment opportunities in companies that support streaming infrastructure and other media firms positioning for a more competitive market.
Published on July 25
Major media mergers like Skydance-Paramount often trigger a domino effect, creating opportunities for companies that provide the technology and infrastructure powering the new streaming landscape.
As media giants pivot to technology-first models, the companies building content delivery networks, ad-tech platforms, and streaming solutions could see explosive demand growth.
Professional analysts identified these stocks based on their positioning to capitalize on the industry's accelerated shift from traditional broadcasting to direct-to-consumer streaming services.
The FCC's approval of the Skydance-Paramount merger signals a major consolidation wave in media, creating opportunities for companies that power streaming infrastructure and other media firms adapting to increased competition. This $28 billion deal highlights the industry's shift toward technology-driven streaming models.
This group spans the entire media value chain, from streaming platforms and content creators to the digital infrastructure, ad-tech, and content delivery networks that make streaming possible. These companies are positioned to benefit from the industry's accelerated pivot to direct-to-consumer services.
These stocks were handpicked by professional analysts based on their potential to capitalize on the ripple effects of major media consolidation. Each company operates in areas that could see increased demand as the industry embraces technology-first streaming models.
Summary of basket market capitalisation and investor takeaways.
NFLX: $526.00B
ROKU: $14.36B
WBD: $50.33B
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On average, analysts expect assets in this group to grow 46.01% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+46.01%
